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4 days ago
This week, I was asked by one of our Microsoft CRM customers on how to get a list of all their Accounts' Primary Contacts so they can prepare for a mailing. This is a common request and something that Microsoft CRM Advanced Find function can help. Here are the screen shots of the Advanced Find setup to find and list all the CRM Accounts' Primary Contacts. Enjoy. Contact us if you need help with your Microsoft CRM or the FREE 30 Day Trial . Free Estimate. Frank Workopia, Inc. Microsoft Dynamics CRM MVP http://www.workopia.com/Links.htm
34 days ago
One of my favorite setup on the Microsoft Dynamics CRM Outlook Client is the "Favorite Folders" shortcuts. It allows me to jump from reading my emails to reviewing my CRM Opportunities in one button click - taking maximum advantage of having Microsoft CRM within Outlook. The Problem: Microsoft CRM users experience the following common issue with Microsoft CRM Outlook "Favorite Folders" shortcuts - the shortcuts disappear whenever the Microsoft CRM Outlook Add-in is disabled (mostly due to the lost of network connectivity to the CRM Server). The Solution: Create Permanent Microsoft CRM Outlook Favorite Folders 1. Open the properties of a CRM entity that you want to create a permanent favorite folder. Copy the "Address" value. For example: Right mouse button click on the CRM Account entity >> Home Page >> copy the entire "Address" value https://workopia.crm.dynamics.com... ...
34 days ago
As of date (10/25/2009) - Microsoft Dynamics CRM Online is available for United States (U.S.) and Canada. Existing and potential customers have asked me about support for other global regions such as China. The quick answer is that it is somewhat supported, however, it isn't officially supported at this time. Microsoft is planning to support other regions in the future. Hare are some details on what I mean by somewhat supported : 1. Microsoft Dynamics CRM Online is accessible ANYWHERE in the world - as long as the user has an internet connection, s/he can connect to Microsoft CRM Online. And with the Microsoft CRM Online Professional Plus edition - the user can take advantage of the Offline Synchronization capability without an internet connection. Note: Latency maybe an issue depending on your geographic location if outside of U.S. or Canada. The only way to check is to test it out via the FREE 30 Day Trial 2. Anyone ...
61 days ago
As Microsoft Internet Explorer 8 (IE8) becomes more mainstream - I have more folks asking about some of the error messages that come up when using Microsoft Dynamics CRM such as the CRM Window is blocked by popup blocker even when popup blocker is disabled, CRM Outlook Client disables after a few operations, etc. Here is the setup that I would recommend for folks running Microsoft CRM & Internet Explorer 8 (IE8): 1. Reset Microsoft Internet Explorer 8 (IE8) Security Zones to default level . This is a good practice for Windows that were upgraded from IE7 since IE 7 may carry over some conflicting settings to IE 8. From IE 8 >> Tools menu >> Internet Options >> Security tab > click "Reset all zones to default level": 2. If using Microsoft Windows Vista or Windows 7: Enable the Protected Mode for "Trusted sites" security zone 3. Run the Microsoft CRM ...
